Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
New Perspectives, Inc (CIK 1909565) reported $288.8M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HDPMX ($72.5M, 25.11%), SPLG ($55.9M, 19.37%), IEFA ($29.6M, 10.26%), QQQ ($25.7M, 8.89%), USFR ($21.0M, 7.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HDPMX | NORTHERN LTS FD TR II | $72.5M | 25.11% | 2.9M | Added |
| 2 | SPLG | SPDR SERIES TRUST | $55.9M | 19.37% | 730,608 | Trimmed |
| 3 | IEFA | ISHARES TR | $29.6M | 10.26% | 327,219 | Added |
| 4 | QQQ | INVESCO QQQ TR | $25.7M | 8.89% | 44,498 | Trimmed |
| 5 | USFR | WISDOMTREE TR | $21.0M | 7.26% | 416,317 | Trimmed |
| 6 | SPMD | SPDR SERIES TRUST | $17.3M | 6.00% | 292,424 | Added |
| 7 | IWM | ISHARES TR | $15.5M | 5.38% | 62,586 | Added |
| 8 | GLDM | WORLD GOLD TR | $14.8M | 5.12% | 159,510 | Trimmed |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $8.4M | 2.90% | 38,946 | Trimmed |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $7.3M | 2.52% | 30,617 | Added |
| 11 | AAPL | APPLE INC | $2.8M | 0.98% | 11,100 | Hold |
| 12 | VO | VANGUARD INDEX FDS | $2.5M | 0.88% | 8,847 | Trimmed |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.50% | 2 | Hold |
| 14 | VEU | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.42% | 16,140 | Trimmed |
| 15 | EES | WISDOMTREE TR | $1.2M | 0.42% | 20,913 | Trimmed |
| 16 | SHW | SHERWIN WILLIAMS CO | $1.1M | 0.37% | 3,350 | Hold |
| 17 | LLY | ELI LILLY & CO | $932,647 | 0.32% | 1,014 | Hold |
| 18 | VUG | VANGUARD INDEX FDS | $798,889 | 0.28% | 1,829 | Hold |
| 19 | EGP | EASTGROUP PPTYS INC | $635,688 | 0.22% | 3,434 | Hold |
| 20 | MSFT | MICROSOFT CORP | $563,570 | 0.20% | 1,522 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $501,116 | 0.17% | 1,704 | Added |
| 22 | CVX | CHEVRON CORPORATION | $470,939 | 0.16% | 2,276 | Trimmed |
| 23 | IWF | ISHARES TR | $423,842 | 0.15% | 994 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $385,947 | 0.13% | 2,213 | Added |
| 25 | VHT | VANGUARD WORLD FD | $387,253 | 0.13% | 1,422 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31